Jones Financial Companies’s ORIX IX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.3K | Sell |
554
-326
| -37% | -$7.23K | ﹤0.01% | 2795 |
|
|
2025
Q1 | $18.6K | Buy |
880
+812
| +1,194% | +$17.2K | ﹤0.01% | 2463 |
|
|
2024
Q4 | $7.22K | Buy |
68
+52
| +325% | +$5.52K | ﹤0.01% | 2647 |
|
|
2024
Q3 | $1.91K | Buy |
+16
| New | +$1.91K | ﹤0.01% | 2684 |
|
|
2024
Q2 | – | Sell |
-19
| Closed | -$2.09K | – | 2436 |
|
|
2024
Q1 | $2.09K | Hold |
19
| – | – | ﹤0.01% | 1257 |
|
|
2023
Q4 | $1.77K | Buy |
+19
| New | +$1.77K | ﹤0.01% | 922 |
|
|
2013
Q4 | – | Sell |
-394
| Closed | -$32K | – | 393 |
|
|
2013
Q3 | $32K | Buy |
+394
| New | +$32K | ﹤0.01% | 362 |
|